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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-15 |
| TX | RA | APPROVED | 2025-10-12 |
Branch Locations
87 Forrest Street 2Nd Floor, Metuchen, NJ 08840 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Investments, Llc | Lincroft | NJ | 01/2014 | Present |
| World Investment Advisors, Llc | Santa Barbara | CA | 10/2025 | Present |
WORLD/TFS INSURANCE 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738 INSURANCE AGENT - 1/1/2005 INVESTMENT RELATED SALES AND SERVICE OF NON-VARIABLE INSURANCE & ANNUITIES 100 HRS MONTH/44 HRS MONTH DURING MKT HRS CHAITANYA S. PATEL/DBA CHAITANYA S. PATEL, INC 87 FORREST STREET, 2ND FL, METUCHEN, NJ 08840 CORPORATE ENTITY FOR TAX PURPOSES START 1/5/2015 INVESTMENT RELATED RIA FEES PAID TO CORPORATE ENTITY/BD COMMISSIONS PAID TO CHAITANYA PATEL IN ACCORDANCE WITH REQUIREMENTS OF THE EXCHANGE ACT OF 1934 ACTIVITY ALSO INCLUDES OUTSIDE, NON-VARIABLE INSURANCE SALES 12 HRS MONTH/2 HRS DURING MKT HRS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-03 |
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